Purchases and Sales Made in Q3 2022 in Litman Gregory Fds Tr Imgp Dbi (DBMF)
This table provides information about the institutional ownership of Litman Gregory Fds Tr Imgp Dbi (DBMF) during Q3 2022. The information is specifically focused on institutions that hold shares of LITMAN GREGORY FDS TR IMGP DBI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
19.5KNew |
$602K - $674K
|
19.5K
$528K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.3K+ 165.2% |
$595K - $666K
|
30.9K
$837K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18.5KNew |
$572K - $641K
|
18.5K
$502K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.5K+ 5.99% |
$570K - $638K
|
327K
$8.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.5KNew |
$541K - $605K
|
17.5K
$474K
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
17.2K+ 79.08% |
$531K - $595K
|
39K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
16.9KNew |
$521K - $583K
|
16.9K
$456K
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
16KNew |
$494K - $553K
|
16K
$433K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
15.3KNew |
$472K - $528K
|
15.3K
$413K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14.7KNew |
$454K - $508K
|
14.7K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
14.4K+ 12.74% |
$445K - $498K
|
128K
$3.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.3K+ 28.4% |
$443K - $496K
|
64.8K
$1.75M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.7KNew |
$424K - $475K
|
13.7K
$372K
|
|
|
Oct 12, 2022
Q3 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
13.5KNew |
$416K - $466K
|
13.5K
$365K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13.2KNew |
$409K - $458K
|
13.2K
$358K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12.9K+ 49573.08% |
$398K - $445K
|
12.9K
$349K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.1KNew |
$312K - $350K
|
10.1K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
9.48KNew |
$293K - $328K
|
9.48K
$257K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.8K+ 49.71% |
$241K - $270K
|
23.5K
$636K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.66KNew |
$236K - $265K
|
7.66K
$207K
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
6.73KNew |
$208K - $232K
|
6.73K
$182K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
BUY
|
- |
6.2KNew |
$191K - $214K
|
6.2K
$168K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6KNew |
$185K - $207K
|
6K
$162K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
5.59K+ 28.7% |
$173K - $193K
|
25.1K
$678K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.72K+ 21.44% |
$83.8K - $93.9K
|
15.4K
$416K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2.52K+ 4.65% |
$77.9K - $87.2K
|
56.8K
$1.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.44KNew |
$75.2K - $84.2K
|
2.44K
$65.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1.82KNew |
$56.1K - $62.8K
|
1.82K
$49.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.67K+ 18.87% |
$51.5K - $57.6K
|
10.5K
$284K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.29K+ 43066.67% |
$39.9K - $44.7K
|
1.3K
$35K
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
1.28KNew |
$39.6K - $44.3K
|
1.28K
$34.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.27K+ 0.94% |
$39.3K - $44K
|
137K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.2KNew |
$37K - $41.5K
|
1.2K
$32.5K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
973+ 4.64% |
$30K - $33.6K
|
21.9K
$594K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
700New |
$21.6K - $24.2K
|
700
$18.9K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
440+ 4.77% |
$13.6K - $15.2K
|
9.67K
$262K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
375+ 42.86% |
$11.6K - $13K
|
1.25K
$33.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
308New |
$9.51K - $10.6K
|
308
$8.33K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
304+ 3.41% |
$9.38K - $10.5K
|
9.23K
$250K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
30New |
$926 - $1.04K
|
30
$812
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20New |
$617 - $691
|
20
$541
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.51% |
$30.9 - $34.6
|
196
$5.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-4.54K- 64.91% |
$140K - $157K
|
2.46K
$66.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10K- 59.14% |
$310K - $347K
|
6.93K
$187K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-24.8KClosed |
$764K - $856K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-74.4K- 79.44% |
$2.3M - $2.57M
|
19.3K
$521K
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-75.3K- 95.22% |
$2.33M - $2.6M
|
3.78K
$102K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-189K- 49.17% |
$5.83M - $6.53M
|
195K
$5.29M
|